Track net worth, analyze investments, forecast cash flow, and get AI-powered insights — all in one beautifully simple app.
Net Worth
$1,247,320
+2.4% this month
Six powerful tools working together to give you clarity and control over your finances.
Aggregate all your accounts — banks, brokerages, crypto, and real estate — into one unified dashboard.
See your asset allocation, valuation metrics like P/E and P/S ratios, and performance attribution at a glance.
Category breakdowns, recurring subscription detection, and spending trends across all your accounts.
Identify tax-loss harvesting opportunities, track unrealized gains and losses, and export CSV reports at tax time.
Detect recurring income and expenses, then project your weekly cash flows with real estate factored in.
Get deep analysis of any holding or property — generated on-device so your financial data never leaves your phone.
Privacy isn't a feature — it's the foundation Sage is built on.
On-device AI processing
Reports are generated locally. Your financial data is never sent to external AI services.
Bank-grade encryption
AES-256 encryption at rest, TLS 1.2+ in transit, and Plaid tokens stored server-side only.
No data selling, ever
We don't share, sell, or transmit your data to third parties. Period.
Start free. Upgrade when you're ready for more.
Everything you need to get started
$0/mo
Advanced tools for serious investors
$9.99/mo
Join thousands of people who use Sage to see the full picture.